Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
2,093
+117
+6% +$34.1K 0.11% 126
2025
Q1
$454K Sell
1,976
-185
-9% -$42.5K 0.1% 130
2024
Q4
$475K Sell
2,161
-32
-1% -$7.03K 0.1% 121
2024
Q3
$501K Buy
2,193
+217
+11% +$49.6K 0.12% 104
2024
Q2
$367K Buy
+1,976
New +$367K 0.09% 148